MYIA
MHO icon

Mount Yale Investment Advisors’s M/I Homes MHO Stock Holding History

Mount Yale Investment Advisors’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,021
Closed -$106K – 981
2018
Q2 		$106K Sell
4,021
-75
-2% -$2.23K 0.02% 441
2018
Q1 		$130K Buy
+4,096
New +$134K 0.03% 380

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Mount Yale Investment Advisors's MHO Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of M/I Homes (MHO) in Q3 2018, closing a stake of 4,021 shares — an estimated $106K sold.

Mount Yale Investment Advisors first reported a position in MHO in Q1 2018 and held it in 2 quarters. The position peaked at $130K in Q1 2018. 149 funds tracked by Wall St. Rank hold MHO as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining M/I Homes position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,021 M/I Homes shares in Q3 2018, an estimated $106K.
  • Mount Yale Investment Advisors first reported a position in M/I Homes in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's M/I Homes position peaked at $130K in Q1 2018.
  • 149 funds tracked by Wall St. Rank held M/I Homes as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.